See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,164 | $77,899+87.6% | $149,673-2.3% | $75,163+94.5% |
| Participation rate | 93.1% | 65.6%+27.5pp | 78.8%+14.3pp | 67.2%+25.9pp |
| Annual return | 18.26% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $11,484 | $3,137+266.0% | $4,818+138.4% | $2,670+330.2% |
| Participant deferral / active EE | $9,695 | $3,411+184.2% | $5,680+70.7% | $4,125+135.0% |
| Admin fee / account holder | $858 | $5,956-85.6% | $13,210-93.5% | $5,651-84.8% |